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2014 Symposium

WNY Chapter Symposium 2014

Friday, October 17th

8:00am – 8:30am- Join us for a Continental Breakfast and take some time to network with your fellow members and 2014 Symposium Sponsors.

 

8:30am – 10:10am– CFP Board-approved Ethics CE

                                       - Standards of Professional Conduct

                                       - Elements of a written agreement

                                       - New 2014

 

Instructor:  Amy Jo Lauber, CFP® 

2 CE credits – satisfying mandatory CFP Board's Code of Ethics 

Disclaimer:  “While the materials for the course on CFP Board’s Ethical Standards are subject to approval by CFP Board as meeting the established standards for continuing education, CFP Board does not review the method or means of presentation and, therefore, makes no representation concerning the delivery of this information to the CFP® certificant.” 

10:10am – 10:40am– Coffee Break - Network with the sponsors who helped put on today’s event.  This is a great opportunity to learn about companies you may not have done business with in the past.

10:40am – 11:30am- “Estate Planning Update and Asset Protection/Medicaid                                           Planning”
Instructor: Judy N. Cuzzacrea Wagner JD Partner HARRIS BEACH  PLLC.
Judy Cuzzacrea Wagner is an Elder Law attorney, and this session on Medicaid and Estate Planning will cover topics from the basics and well beyond for advisors assisting or planning for clients. Including the Last Will and Testament, Basics of Probate, Estate Tax Upate and Gifting, Options for Long Term Care, Planning for Long Term Care, Private Payment, LTC Insurance, Medicaid System and Planning Options, Income and Resource Allowances, Rules of Transfer, Protection of Prior Assets, Crises Planning and how to avoid mistakes.

1 hour CFP Board Continuing Education credit and CPA CPE credit, NYS INS applied for

 $25 for FPA Members, $50 for Non-members

Online Registration is closed Please call with questions.    Kathy Gallson 716.860.5478 or Kathy@fpawny.org

Junior Achievement Seeks Volunteers

At our September 17, 2014 lunch program, Justine Januszkiewicz, Education and Public Relations Manager for Junion Achievement of WNY encouraged us to become volunteers for this worthy organization.  There are three ways to help:

  • Traditional JA Classroom Volunteer - choose a class off the list of programs K-12, flexible schedule of 5-7 lessons, dates set up between volunteer and teacher (traditionally once a week).
  • Classroom Volunteer prior to Stock Market Challenge - volunteers are asked to present one, 40 minute lesson sometime in the fall to help student teams prepare for the JA Stock Market Challenge.
  • JA Stock Market Challenge event volunteer - be a "trader" on the floor of this live simulation stock market experience - following the training which prepares teams for this event.

Please contact Justine at 716.853.1381, ext 15 or jjanuszkiewicz@jawny.org. for more information or to volunteer.

FPA Member Longevity Milestones

September 2014

  • Victoria D'Angelo, 20 years
  • Thomas Huisgen, 20 years

May 2014

  • Donald Tiburzi, 10 years

April 2014

  • Michael Angelucci, 10 years

March 2014

  • Peter Munich, 10 years
  • Martin Coulter, 5 years 

February 2014

  • Anthony Mancuso, 10 years
  • Robert Castiglione, 10 years 

January 2014

  • Heidi Silsby, 5 years

December 2013

  • John Miskey, 20 years
  • Peter Hafner, 5 years 

November 2013

  • Peter Grogan, 15 years
  • Michael Birenbach, 10 years 

Welcome New Members

Our June new members are Maura Gregg, New England Financial
and Thomas Quealy of Nottingham Advisors.

Our May new member is Debra Ishman.

Our April members are Eric Kubiak, ChFC of Ameriprise Financial and Thomas O'Malley.

In February, we welcomed Joe Raimond, CFP®, of Raimond Wealth Management.

Our new member in January 2014 is Jeffrey May.

November was the time we welcomed two new members:  Elaine Lechanski of Waterford Advisors and Michael Harmer, also of Waterford Advisors.

Welcome

The Financial Planning Association connects those who need, those who support and those who deliver financial planning.

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The mission of the Financial Planning Association of Western New York is to provide the membership with opportunities for networking, continuing education and media exposure; to promote the highest standards of ethics, knowledge and skills in the financial planning profession; and to communicate to the public the value of the financial planning process conducted in accordance with the Financial Planning Association Code of Ethics.

We are 'Calling for Nominations for the FPAWNY Board of Directors'!

Please take a moment to fill out this Nomination Form and send it in.

Nomination Form

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